MXBIX vs. QDIBX
Compare and contrast key facts about Great-West Bond Index Fund (MXBIX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
MXBIX is managed by Great-West. It was launched on Dec 1, 1992. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
MXBIX vs. QDIBX - Performance Comparison
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MXBIX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | -0.32% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 0.00% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
QDIBX
- 1D
- 0.22%
- 1M
- -1.22%
- YTD
- 0.00%
- 6M
- 0.90%
- 1Y
- 4.08%
- 3Y*
- 4.27%
- 5Y*
- 0.37%
- 10Y*
- —
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MXBIX vs. QDIBX - Expense Ratio Comparison
MXBIX has a 0.50% expense ratio, which is higher than QDIBX's 0.03% expense ratio.
Return for Risk
MXBIX vs. QDIBX — Risk / Return Rank
MXBIX
QDIBX
MXBIX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Bond Index Fund (MXBIX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MXBIX | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.06 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.55 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.81 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.48 | 5.30 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MXBIX | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.06 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.06 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.17 | -0.08 |
Correlation
The correlation between MXBIX and QDIBX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MXBIX vs. QDIBX - Dividend Comparison
MXBIX's dividend yield for the trailing twelve months is around 2.78%, less than QDIBX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
MXBIX vs. QDIBX - Drawdown Comparison
The maximum MXBIX drawdown since its inception was -19.74%, roughly equal to the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for MXBIX and QDIBX.
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Drawdown Indicators
| MXBIX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.74% | -19.63% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.58% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -18.70% | -19.63% | +0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -19.74% | — | — |
Current DrawdownCurrent decline from peak | -5.63% | -1.76% | -3.87% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -6.52% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.88% | +0.08% |
Volatility
MXBIX vs. QDIBX - Volatility Comparison
Great-West Bond Index Fund (MXBIX) has a higher volatility of 1.54% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 1.46%. This indicates that MXBIX's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBIX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 1.46% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 2.54% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 4.32% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 6.58% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 6.32% | -1.40% |